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Portfolio (Quarterly) Guide ↗

First Bancorp, Inc /ME/

· CIK 0000765207
13F Portfolio $253M AUM 685 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 400 New 38 Added 35 Reduced 1 Exited
Page 26 of 27  ·  531 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
501 RGR Sturm Ruger & Co. Industrials 75.0 $3K 0.00% NEW $37.85 +1.7%
502 MTUM iShares MSCI USA Momentum Factor 8.0 $3K 0.00% NEW $342.88 -11.1%
503 ALB Albemarle Corp Basic Materials 20.0 $3K 0.00% NEW $135.05 -6.5%
504 ZBRA Zebra Technologies Corp Cl A Technology 10.0 $3K 0.00% NEW $263.30 +37.8%
505 FGDL Franklin Responsibly Sourced Financial Services 48.0 $3K 0.00% NEW $53.38 +10.6%
506 MICC Magnum Ice Cream Consumer Defensive 146.0 $3K 0.00% NEW $17.41 +11.0%
507 CSIQ Canadian Solar Inc Energy 150.0 $2K 0.00% NEW $16.02 -17.5%
508 VOD Vodafone Group PLC Sponsored ADR Communication Services 180.0 $2K 0.00% NEW $13.23 +27.8%
509 TTD The Trade Desk Inc Cl A Technology 125.0 $2K 0.00% NEW $18.08 -20.2%
510 KD Kyndryl Holdings Inc Technology 199.0 $2K 0.00% NEW $11.31 +16.3%
511 DOCU Docusign Inc Technology 50.0 $2K 0.00% NEW $44.42 +54.0%
512 BA Boeing CO Industrials 10.0 $2K 0.00% NEW $216.50 -2.0%
513 CNXC Concentrix Corp Technology 91.0 $2K 0.00% NEW $22.41 +43.5%
514 CLX Clorox CO Consumer Defensive 21.0 $2K 0.00% NEW $95.43 -2.5%
515 ISRG Intuitive Surgical Inc Healthcare 5.0 $2K 0.00% NEW $397.60 -7.8%
516 LUV Southwest Airlines CO Industrials 38.0 $2K 0.00% NEW $51.42 -22.9%
517 SOLV Solventum Corp Healthcare 25.0 $2K 0.00% NEW $77.16 +18.8%
518 QSR Restaurant Brands Intl Inc Consumer Cyclical 21.0 $2K 0.00% NEW $72.52 +10.5%
519 ZS Zscaler Inc Technology 10.0 $1K 0.00% NEW $141.20 +20.3%
520 iShares iBonds Dec 2026 Term 50.0 $1K NEW $22.90
Page 26 of 27  ·  531 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 38.7%
Technology 18.8%
Healthcare 8.5%
Industrials 8.4%
Consumer Defensive 7.4%
Consumer Cyclical 4.6%
Communication Services 4.5%
Energy 4.3%
Utilities 3.0%
Real Estate 1.3%